Novartis: Plenty of Good News. See Also: Topics We Will Address in an Upcoming Week in Review

Stock Market Volatility 

Stocks can move up and down for various reasons but not all of them have anything to do with the real value of the firms. As a matter of fact, almost all stocks outperform for a while, reverse their course to underperforming, then restart the cycle. The stock market in its entirety does the same thing for reasons that have nothing to do with the intrinsic values of the rallying or plummeting stocks during the chronic cycles. 

The long-term market volatility that does not fit in the usual chronic cycles, and is caused by unusually bad circumstances, would constitute a serious problem, especially when nobody can interpret the reasons for the irregularity or foresee the end of the disagreeable circumstances that are behind the crazy market performance.  

Savvy investors must consider that their important task is to assess their picked firms’ values through incessantly following their most important activities and accomplishments. The firms’ activities are what cause them to either flourish or bleed dry.  Their scientific accomplishments can either send their stocks sky-high or bury them underground. The task of studying the firm’s news and events, rather than trying to interpret the external influencing reasons for their stock’s abnormal performances, is imperative.

Following is good news coming from Novartis. A firm that we appreciated and picked up right after we learned of its plans and strategies.

 

In the NEWS

Novartis Good News

Novartis (NVS) has much promising news worth learning about.

Data demonstrate that patients with chronic spontaneous urticaria (CSU) who took the firm’s investigational product ligelizumab have become completely symptom-free; beating Xolair® 300 mg’s results.

The Results demonstrate the ligelizumab response rate was 42% at Week 12 compared with 26% for the patients taking Xolair® 300 mg. Complete control of hives was achieved by 51% and 42% of patients treated with ligelizumab (72 mg and 240 mg respectively) at Week 12 compared with 26% of patients treated with Xolair® 300 mg.

Chronic Spontaneous Urticaria

CSU is defined as persistent symptoms of urticaria for 6 weeks or more. It is associated with autoimmunity in approximately 45% of patients. Urticaria is defined as chronic when the symptoms spontaneously present and reoccur almost daily for at least six weeks. The condition is distressing and causes redness, swelling, itching and painful skin hives.

The Product, Ligelizumab

Ligelizumab (QGE031) is a monoclonal antibody that blocks IgE/FceR1 pathway. It is developed for CSU patients whose symptoms are inadequately controlled by H1-antihistamines. The drug is currently in a Phase 3 clinical trial program which includes, Phase 3 PEARL1 and PEARL2, with 2000 patients being recruited across 48 countries.

The data from the Phase IIb dose-finding study were published in The New England Journal of Medicine.

About Xolair®

Xolair® (omalizumab) for subcutaneous use is approved for the treatment of chronic idiopathic urticaria (CIU), chronic hives without a known cause, in patients 12 years of age and older who continue to have hives that are not controlled by H1 antihistamine treatment. The product is also approved for uncontrolled moderate to severe persistent asthma in patients 6 years of age or older. The product is marketed by Genentech and Novartis.

Professional Remarks

Marcus Maurer, MD, professor of dermatology and allergy, director of research at the Department of Dermatology and Allergy, Allergie-Centrum-Charité of the Charité–Universitäts-Medizin in Berlin, Germany, said, “These study results are encouraging as we look to support patients with effective treatments to manage the debilitating symptoms of CSU. SSU is a severe skin disease that significantly impacts the lives of patients, who may experience unpredictable and persistent itchy hives, sometimes with painful swelling of the skin.”

Prohost Observations

It is obvious that with the current standard-of-care treatments, including Xolair®, still many patients with CSU remain with uncontrolled symptoms. This explains our enthusiasm for this product.

More Good News for Novartis

Novartis has more good news, including data showing that Cosentyx demonstrated rapid and sustained resolution of signs and symptoms of psoriatic arthritis with and without Enthesitis. Enthesitis is an inflammation of the entheses, the sites where the tendons or ligaments insert into the bone.  

Even More Good News for Novartis

The FDA granted approval of Novartis product Beovu for wet macular degeneration. Beovu seems to have some advantages over conventional treatments.  

In the Upcoming Week in Review

We will take advantage to elaborate on this news in the upcoming Week in Review Issue #43. We intend to compare the safety and efficacy of newly approved products and current best-selling drugs treating the same disease conditions.  

More in the Upcoming Week in Review

  • The impact of the approval of Novartis ligelizumab on Xolair®Sales’ Revenues, if any; 
  • Why the approval of Novartis’ BEOVU will not devastate the sales of Regeneron’s Wet Macular Degeneration product EYLEA as some critics are starting to sing.
  • The impact of Eli Lilly’s (LLY) product TALTZ Beating the Anti TNF Adalimumab and other anti-TNF products in treating rheumatoid arthritis?
  • The advantages bluebird bio (BLUE) and Novo Nordisk will certainly gain from signing a long-term collaborative agreement.
  • Why Merck (MRK) has chosen 4D Pharma to sign an important collaborative agreement.    

And Much More.

Stay Tuned…

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